Financial Gravity Asset Management’s Fortis FTS Stock Holding History

Financial Gravity Asset Management’s Portfolio FTS Stock Details FTS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1	Closed	-$28	–	1245
2023 Q4	$28	Buy	+1	New	+$40	﹤0.01%	1197
2021 Q3	$44K	Hold	1	–	–	0.02%	611
2021 Q2	$44K	Buy	+1	New	+$45	0.02%	609
2020 Q4	$2K	Buy	+39	New	+$1.6K	﹤0.01%	317
2019 Q4	$42K	Sell	49 -410	-89%	-$16.8K	0.03%	718
2019 Q3	$19K	Sell	459 -162	-26%	-$6.61K	0.02%	464
2019 Q2	$24K	Buy	621 +35	+6%	+$1.32K	0.02%	453
2019 Q1	$22K	Buy	+586	New	+$20.8K	0.02%	429
2018 Q3	$40K	Sell	1,218 -81	-6%	-$2.64K	0.04%	380
2018 Q2	$43K	Buy	1,299 +255	+24%	+$8.31K	0.04%	361
2018 Q1	$35K	Buy	+1,044	New	+$35.4K	0.04%	427

Other funds holding FTS

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

BGC

Beutel, Goodman & Co Toronto, Ontario, Canada $13.6B AUM 17.82% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return

Financial Gravity Asset Management's FTS Position: Q1 2024 in Review

Financial Gravity Asset Management sold out of Fortis (FTS) in Q1 2024, closing a stake of 1 share — an estimated $28 sold.

Financial Gravity Asset Management first reported a position in FTS in Q1 2018 and held it in 11 quarters. The position peaked at $44K in Q3 2021. 281 funds tracked by Wall St. Rank hold FTS as of Q1 2024.

Financial Gravity Asset Management reported no remaining Fortis position as of Q1 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 1 Fortis share in Q1 2024, an estimated $28.
Financial Gravity Asset Management first reported a position in Fortis in Q1 2018 and held it in 11 quarters.
Financial Gravity Asset Management's Fortis position peaked at $44K in Q3 2021.
281 funds tracked by Wall St. Rank held Fortis as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.